Table of Contents Title and Copyright Information Preface Purpose Before you Begin Module Pre-requisite Audience Related Resources Screenshot Disclaimer Acronyms and Abbreviations Basic Actions Symbols and Icons Module Post-Requisite 1 Introduction 2 Account View 2.1 IRA 360 - Retail Accounts 2.2 IRA 360 - Retail Deposits 3 Transaction 3.1 Deposit Account Opening 3.2 Contribution and Distribution 4 Maintenance 4.1 Account Modification 4.2 Account Address Update 4.3 Account Preferences 4.4 Account Closure 4.5 Beneficiary Details Update 4.5.1 Beneficiary Details Update_Add Beneficiary 4.5.2 Beneficiary Details Update_Edit Beneficiary 4.5.3 Beneficiary Details Update_View Beneficiary 4.6 Customer Relationship Maintenance 4.7 Payout Modification 4.7.1 Payout Modification - View 4.7.2 Payout Modification - Modify 5 Statement 5.1 Account Statement Frequency 5.2 Consolidated Adhoc Statement 6 Status Update 6.1 Account Status Change 6.2 Activate Inactive/Dormant Account 7 Amount Block 7.1 Create Amount Block 7.2 View and Modify Amount Block 8 Inquiry 8.1 Account Transaction 8.2 Certificate 8.3 Account Closure Inquiry 8.4 IRA Plan Details 8.5 Interest Paid Out Details Index